Jul 26th

It’s a Match

Whittier Trust has a team of more than a dozen dedicated professionals responsible for protecting and growing all of our charitable clients. The passion these skilled matchmakers have for the philanthropic field is never more apparent than when they have the opportunity to connect Whittier Trust nonprofit endowment clients to Whittier Trust grant-making clients. Philanthropic clients often seek out the team’s expertise when looking for well-run charities that align with their goals and missions. Similarly, Whittier Trust’s nonprofit clients trust the team to help identify new qualified revenue sources. The diligent members of Pegine Grayson’s team explore all possible options and make special note when values, interests and visions for the future align between clients.

Whittier Trust Senior Vice President and Director of Philanthropic Services, Pegine Grayson, and her group never guarantee more than a personal and thoughtful introduction. However, they can offer exclusive visibility into certain nonprofit and grantmaking clients. Connecting these dots can be critical for grant making foundations and donor-advised funds that don’t publicize their efforts or existence through social media or websites. The insights and relationships the team has with their clients allows for more informed decision-making and can help save valuable time. The team is happy to provide win-win scenarios on a regular basis.

From Investments to Family Office to Trustee Services and more, we are your single-source solution.

An image of a silver and gold ring intertwined together.